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Levi Brandriss
CRPC®
Financial Advisor
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 |  | |  |  | |  |  |  | Office location 9841 Washingtonian Blvd Ste 200 Gaithersburg, MD 20878

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| (240) 314-4345 levi.s.brandriss@ampf.com
My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make financial and investment decisions that align with your values and help you achieve your goals.
Areas of Focus
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education
- Asset Allocation
- General Financial Planning
- Domestic Partner Planning
- Women's Financial Strategies
- Investment Advice
| Office Hours- Monday: By Appointment
- Tuesday: By Appointment
- Wednesday: By Appointment
- Thursday: By Appointment
- Friday: By Appointment
- Saturday: Closed
- Sunday: Closed
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I am licensed and registered to conduct business in
MD.
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Based on licenses and registrations I hold, I may also conduct certain business in
PA, DC, NJ, NY, VA, FL, CA
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